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W.R. Berkley
WRB

Overview Fund Activity

348 hedge funds and large institutions have $4.86B invested in W.R. Berkley in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
9.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
33
Increased
122
Reduced
112
Closed
38
Calls
$2.44M
Puts
$928K
Net Calls
+$1.51M
Net Calls Change
-$6.23M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$39M
2
CIC
2
Chilton Investment Company
Connecticut
$31.3M
3
Invesco
3
Invesco
Georgia
$41.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$21.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80.9M
2
Millennium Management
2
Millennium Management
New York
$799K
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$447M
4
TCIM
4
TIAA CREF Investment Management
New York
$48.9M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
301
MSI Financial Services
Massachusetts
$41K -$1.39K -84 -3%
HPBT
302
High Point Bank & Trust
North Carolina
$38K – – –
Geode Capital Management
303
Geode Capital Management
Massachusetts
$37.2K +$1.14K +68,664 +3%
AW
304
Alpha Windward
Massachusetts
$33K -$452K -26,932 -93%
TAF
305
Tredje AP-fonden
Sweden
$33K +$33K +1,991 New
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$31K +$1.33K +81 +4%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$30K +$30K +1,826 New
NFG
308
Next Financial Group
Texas
$29K – – –
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$28K – – –
BC
310
Barnett & Company
Tennessee
$28K +$28K +1,677 New
NIPH
311
NN Investment Partners Holdings
Netherlands
$28K +$28K +1,677 New
MAM
312
Mizuho Asset Management
Japan
$27K -$30.6K -2,015 -53%
GWM
313
Geneos Wealth Management
Colorado
$26K +$26K +1,590 New
Royal London Asset Management
314
Royal London Asset Management
United Kingdom
$23K +$22.4K +4,306,358 +3,815%
IA
315
IFP Advisors
Florida
$21K -$44.3K -1,782 -68%
AF
316
Allworth Financial
California
$20K – – –
TC
317
Trust Company
Kansas
$18K – – –
Parallax Volatility Advisers
318
Parallax Volatility Advisers
California
$18K +$18K +1,060 New
SAMC
319
Shinko Asset Management Company
Japan
$17K – – –
FHA
320
First Horizon Advisors
Tennessee
$16K -$2.47K -155 -13%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
DSC
322
Duncker Streett & Co
Missouri
$15K – – –
FFC
323
First Financial Corp
Indiana
$14K -$14K -844 -50%
GAM
324
Gemmer Asset Management
California
$13K – – –
RFA
325
Reilly Financial Advisors
California
$11K +$5.35K +335 +95%
11 12
13
14 15